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Sunday, Nov 17, 2024

Leaders of Influence: Wealth Managers 2024 – Julie Hayes

Custom Content by the Los Angeles Business Journal

JULIE HAYES
Managing Director; Senior Wealth Advisor
Truist Bank

Julie Hayes is a managing director and senior wealth advisor for Truist Wealth. She brings over 21 years of wealth management experience advising and working with a select group of high-net-worth families. Her practice focuses on business owners and multi-generational families. Hayes builds trusting relationships with her clients. This starts by listening and working to understand their priorities, goals and family dynamics. She then custom tailors a team of specialists, who systematically manage and implement the plan. The plan may include financial and estate planning, risk and investment management, and strategic credit.

Outside her work on behalf of her Truist Wealth clients, Hayes is dedicated to giving back to the communities she serves. She serves on the Central Coast and Southern Central Valley Board of the Make A Wish Foundation. She also volunteers for Girls Inc., Santa Barbara and Hope Gardens, Los Angeles.

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